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When it comes to finding an advisor that could be around for the long haul, how much of a factor should the fees be when making a final decision?
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Not uncommon is starting the show with a question about annuities, and wondering if it’s a wise move to add one to a portfolio.
What is uncommon is having one person start the call and another finish it. I think that’s a first for us in the nearly nine years we’ve been doing the show.
But that’s what happened as we start the call with Paul and finish it with his wife, Carolyn.
You crave feedback. Your organization's culture is the key to its success. Strategic planning is essential. Your competencies should be measured and your weaknesses shored up. Leadership is a thing.
These may sound like basic truths of our work lives today. But actually, they're lies. As strengths guru and bestselling author Marcus Buckingham and Cisco Leadership and Team Intelligence head Ashley Goodall show in their recent book, Nine Lies About Work: A Freethinking Leader’s Guide to the Real World, there are some big lies, distortions and faulty assumptions that we encounter every time we show up for work.
Nine lies, to be exact. They cause dysfunction and frustration, ultimately resulting in workplaces that are a pale shadow of what they could be.
But there are those who can get past the lies and discover what's real. These freethinking leaders recognize the power and beauty of our individual uniqueness. They know that emergent patterns are more valuable than received wisdom and that evidence is more powerful than dogma.
With engaging stories and analysis, the authors reveal the essential truths that such freethinking leaders will recognize immediately: that it is the strength and cohesiveness of your team, not your company's culture, that matter most; that we should focus less on top-down planning and more on giving our people reliable, real-time intelligence; that rather than trying to align people's goals we should strive to align people's sense of purpose and meaning; that people don't want constant feedback, they want helpful attention.
This is the real world of work, as it is and as it should be. Nine Lies About Work reveals the few core truths that will help you show just how good you are to those who truly rely on you.
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
April might have been financial literacy month, but we celebrate financial literacy all year round on the Jill on Money podcast.
To help us break down the ABCs of financial literacy, we’re joined by Nan Morrison, President and Chief Executive Officer of the Council for Economic Education.
The Council for Economic Education’s mission is to teach K-12 students about economics and personal finance. The goal is to reach and teach every child in every district and school so that they can make better decisions for themselves, their families and their communities.
The global economy has become so complex that the gap between what people know about economics and personal finance, and what they need to know, is widening every day.
Americans are increasingly responsible for their financial future; yet an alarming number lack even basic economic awareness. Only 43% of 12th grade students tested at or above proficient on the most recent National Assessment of Educational Progress economics assessment, and American teenagers fall in the middle of the pack globally in financial literacy.
Many parents are ill-equipped to instruct their children in economics and personal finance, and teachers, too, are often unprepared to impart this essential knowledge.
That’s why more than ever we need to be passionate about educating young people about an economy they will work in, benefit from, and ultimately, inherit.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
Connect with me at these places for all my content:
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https://apple.co/2pmVi50
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Was the fourth quarter of 2018 just a bad dream for investors? It sure looks like it now. With just two trading sessions left in the month, the S&P 500 is on track to close out the first four months of the year with its best results in 32 years (1987), has rallied more than 20 percent from the December lows, and has also bested its previous all-time high!
47 years old and looking to retire in the next four years or so...can he do it? That's the question from Michael in New York on the latest BONUS call. I know one thing...he better be sitting on a pile of money!
“Better Off” is sponsored by Betterment.
Have a money question? Email us here or call 855-411-JILL.
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This week we kicked things off with Robert from the Bay Area who wanted to chat about his asset allocation. In his early 60s, with a couple homes and 800k in retirement savings, Robert is now wondering if he's invested too aggressively. At this point in his life is it time to scale things back a bit? Such a great call.
In hour two, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.
As the founder of ObjectiveAdvice.com, Gary and his team share a simple, three-pronged professional philosophy approach:
Trust, competence, objectivity...that’s basically what this conversation was all about as we jumped into various topics including annuities and everything you need to know before purchasing one, FINRA, and the always popular topic of what it means to uphold the fiduciary standard.
Have a money question? Email me here.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Your husband thinks you're on track for retirement, you're not so sure. What do you do? If you're like Laura from Seattle, you call me for an unbiased opinion!
“Better Off” is sponsored by Betterment.
Have a money question? Email us here or call 855-411-JILL.
We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!
Connect with me at these places for all my content:
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.linkedin.com/in/jillonmoney/
The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he do it? Or will he have to bite the bullet and keep working?
“Better Off” is sponsored by Betterment.
Have a money question? Email us here or call 855-411-JILL.
We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!
Connect with me at these places for all my content:
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.linkedin.com/in/jillonmoney/
http://www.stitcher.com/podcast/jill-...
"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.
The idea of retiring early always sounds amazing, but there's a big time risk of calling it quits and having to dip into your nest egg too early in the game. That's the discussion we had with Lee from Germany.
“Better Off” is sponsored by Betterment.
Have a money question? Email us here or call 855-411-JILL.
We love feedback so please subscribe and leave us a rating or review in Apple Podcasts!
Connect with me at these places for all my content:
https://twitter.com/jillonmoney
https://www.facebook.com/JillonMoney
https://www.instagram.com/jillonmoney/
https://www.linkedin.com/in/jillonmoney/
http://www.stitcher.com/podcast/jill-...
"Better Off" theme music is by Joel Goodman, www.joelgoodman.com.
